Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

 Let's Chat

Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Charitable Giving

    October 13, 2025

    How to Give to Charity Under the New OBBBA Rules

    Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way charitable giving is treated. If supporting causes you care about is part of your financial goals, here’s what you need to know.

    Read the article

  • Business Ownership

    October 01, 2025

    The One Big Beautiful Bill: Planning Opportunities for Clinicians and Practice Owners

    Three provisions in the One Big Beautiful Bill Act could impact tax planning for practitioners.

    Read the article

  • Charitable Giving

    September 17, 2025

    The One Big Beautiful Bill Act's Impact on Charitable Planning

    Chief Planning Officer Jeffrey Levine cuts through the noise and highlights the provisions most relevant to your work—helping you anticipate how the legislation may shape fundraising conversations and charitable planning in the months and years ahead.

    Watch the video

  • Family Life & Transitions

    August 25, 2025

    Student Loans After the One Big Beautiful Bill Act: What Families Need to Know

    Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.

    Read the article

Stay Connected With
Focus Partners Wealth

Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.

Sign Up For Email
Contact Us